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EXENCIAL WEALTH ADVISORS, LLC: GEHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EXENCIAL WEALTH ADVISORS, LLC on GEHC, newest first. How the timeline and the estimate are built.

EXENCIAL WEALTH ADVISORS, LLC held 20,833 GEHC shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 20,833 shares
    Change vs previous 13F -88,141 shares

    0.05% of the 13F portfolio, value $1,482,871.

    13F-HR 0001576151-26-000006 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 108,974 shares
    Change vs previous 13F -63,931 shares

    0.28% of the 13F portfolio, value $8,938,056.

    13F-HR 0001576151-26-000003 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 172,905 shares
    Change vs previous 13F -3,424 shares

    0.42% of the 13F portfolio, value $12,985,175.

    13F-HR 0001576151-25-000022 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 176,329 shares
    Change vs previous 13F -7,998 shares

    0.46% of the 13F portfolio, value $13,060,696.

    13F-HR 0001576151-25-000014 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 184,327 shares
    Change vs previous 13F -467 shares

    0.55% of the 13F portfolio, value $14,877,067.

    13F-HR 0001576151-25-000010 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 184,794 shares
    Change vs previous 13F -4,137 shares

    0.53% of the 13F portfolio, value $14,447,187.

    13F-HR 0001576151-25-000004 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 188,931 shares
    Change vs previous 13F -61,487 shares

    0.64% of the 13F portfolio, value $17,731,159.

    13F-HR 0001576151-24-000009 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 250,418 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $19,512,608.

    13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).